401(k) · DOL Form 5500 · 2024
Cliftonlarsonallen LLP 401(k) Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 7,938
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $191,613
- Avg per participant Above avg balance/head
Official DOL plan name: Cliftonlarsonallen LLP 401(k) Retirement Plan · Sponsored by Cliftonlarsonallen LLP · Minnesota · Professional & Technical Services
$1.5B in assets, 7,938 participants
Cliftonlarsonallen LLP's Cliftonlarsonallen LLP 401(k) Retirement Plan reported $1.5B in total assets and 7,938 participants in its 2024 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #20,039 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Cliftonlarsonallen LLP 401(k) Retirement Plan covers 7,938 participants in Minnesota, 7.1x the typical Minnesota plan (state average ~1,126 per filing). Assets: $1.5B.
- #20,039
- in Professional & Technical Services (20,173 peers)
- +14.4%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
Cliftonlarsonallen LLP 401(k) Retirement Plan's outsized position by total assets
Cliftonlarsonallen LLP 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,521,027,873 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cliftonlarsonallen LLP 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cliftonlarsonallen LLP 401(k) Retirement Plan lands in the large band (7,938 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cliftonlarsonallen LLP 401(k) Retirement Plan reported net income fell from $246M in the plan year 2023 filing to $192M in the plan year 2024 filing.
- Cliftonlarsonallen LLP 401(k) Retirement Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
- Cliftonlarsonallen LLP 401(k) Retirement Plan reported participants rose from 7,610 in the plan year 2023 filing to 7,938 in the plan year 2024 filing.
DOL schedule card
Filing strip 410746749 · Cliftonlarsonallen LLP PY 2024 · 401(k)
Cliftonlarsonallen LLP 401(k) Retirement Plan · $1.5B · 7,938 · 99th
- SCH $1.5B
- EBSA 7,938
- PART 99th
- TYPE 401(k)
- NET near Blue Cross Blue Shield of Michigan Employees' Savings Plan
- BOOK ind #20039
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Minnesota →
Cliftonlarsonallen LLP 401(k) Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $192M |
| Employer EIN | 410746749 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cliftonlarsonallen LLP)
Sponsor-wide plan assets over time
All Cliftonlarsonallen LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 40.39591052317035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,789 | $1.1B |
| 2023 | 1 | 7,610 | $1.3B |
| 2024 | 1 | 7,938 | $1.5B |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Scale composition for Cliftonlarsonallen LLP 401(k) Retirement Plan
Cliftonlarsonallen LLP 401(k) Retirement Plan reports $1.5B in end-of-year assets across 7,938 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $191,613 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2024 was $192M.
This plan identity (EIN 410746749, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.5B (+40.4%) while covered participants moved from 6,789 to 7,938 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,789 | $1.1B | Open filing |
| 2023 | 7,610 | $1.3B | Open filing |
| 2024 · index core | 7,938 | $1.5B | This page |
Cliftonlarsonallen LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Blue Cross Blue Shield of Michigan Employees' Savings Plan in MI ($1.5B); by covered participants it is United Service Companies 401(k) Plan in IL (7,935 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Blue Cross Blue Shield of Michigan Employees' Savings Plan (MI) $1.5B · 6,219
- Smith & Nephew U.S. Savings Plan (TN) $1.5B · 6,667
- Marsh & Mclennan Agency 401(k) Savings & Investment Plan (NY) $1.5B · 11,530
- Staples, Inc. Employees' 401(k) Savings Plan (MA) $1.5B · 12,947
Similar participant headcount
Nearest other-state filings by covered participants (7,938 participants); asset peers above are excluded.
- United Service Companies 401(k) Plan (IL) 7,935 · 3 off
- Station Casinos LLC & Affiliates 401(k) Retirement Plan (NV) 7,932 · 6 off
- The Pep Boys 401(k) Plan (PA) 7,948 · 10 off
- Centerpoint Energy Savings Plan (TX) 7,950 · 12 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.